Covestor’s iShares Russell Top 200 ETF IWL Stock Holding History

Covestor’s Portfolio IWL Stock Details IWL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-413	Closed	-$71K	–	2521
2025 Q4	$71K	Buy	+413	New	+$69.8K	0.04%	758

Other funds holding IWL

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Gilbert & Cook West Des Moines, Iowa $869M AUM 21.29% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

RIS

Richmond Investment Services Mequon, Wisconsin $316M AUM 30.61% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

FreeGulliver LLC New Orleans, Louisiana $284M AUM 24.22% 1-Year Est. Return

Covestor's IWL Position: Q1 2026 in Review

Covestor sold out of iShares Russell Top 200 ETF (IWL) in Q1 2026, closing a stake of 413 shares — an estimated $71K sold.

Covestor first reported a position in IWL in Q4 2025 and held it in 1 quarter. The position peaked at $71K in Q4 2025. 227 funds tracked by Wall St. Rank hold IWL as of Q1 2026.

Covestor reported no remaining iShares Russell Top 200 ETF position as of Q1 2026 after selling out during the quarter.
Covestor sold 413 iShares Russell Top 200 ETF shares in Q1 2026, an estimated $71K.
Covestor first reported a position in iShares Russell Top 200 ETF in Q4 2025 and held it in 1 quarter.
Covestor's iShares Russell Top 200 ETF position peaked at $71K in Q4 2025.
227 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.